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Tata Quant Fund vs Quant ESG Equity Fund Regular compare

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tortoise-icon Tata Quant Fund-Regular Plan-Growth

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tortoise-icon Quant ESG Equity Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Fund Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹66 Cr ₹288 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Jan 2020 05 Nov 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 200 NIFTY 100 ESG TRI
Turn Over 349.61% %
Expense Ratio 2.4 2.42
Manager Sailesh Jain Sanjeev Sharma
ISIN Code INF277K016Y9 INF966L01AB8
Exits Load Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
1 Month -100% 6.36%
6 Month -100% -2.9%
1 Year -100% 3.26%
3 Year -100% 20.8%
5 Year -100% -

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
6 Month -4.23% 4.88%
1 Year -11.46% -4.71%
3 Year 10.52% 15.65%
5 Year 11.18% -

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
1 Year 18.99% 24.8%
3 Year 13.85% 29.82%
5 Year 7.67% -

Risk Management

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Standard Deviation 14.21% 18.756%
Sharp 0.361% 0.643%
Beta - 1.112%
Alpha - 6.426%

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Fund Managers

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Name Sailesh Jain Sanjeev Sharma
Total AUM ₹17041 Cr ₹39731 Cr
Funds Managed 7 22
Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth

Market Cap

Scheme Name

Tata Quant Fund-Regular Plan-Growth

Quant ESG Equity Fund Regular - Growth

Others 5.33 13.27
Large Cap 49.88 45.01
Mid Cap 44.78 21.29
Small Cap 0 20.43

Sector Allocation

Scheme Name

Tata Quant Fund-Regular Plan-Growth

Quant ESG Equity Fund Regular - Growth

Others 5.33 13.27
Industrials 4.39 -
Basic Materials 15.9 -
Financial Services 30.17 32.57
Energy 0.84 9.56
Consumer Cyclical 4.18 6.97
Healthcare 8.14 19.88
Technology 19.92 3.22
Utilities 6.67 5.74
Consumer Defensive 0 8.79
Communication Services 4.46 -
Real Estate 0 -

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